. >> caller: jim, i have a question about cognizant technology. >> oh, i like that. i like it a lot, but you know what? i saw an opportunity today, bill mcdermott's s.a.p. he's co-ceo, down from $83.60 to $80. pull the trigger, buy some s.a.p. let's go to bob in nebraska. bob? >> caller: jim, husker big red boo-yah to ya. >> nice. >> caller: i'm wondering about your position on lockheed martin. >> i like lockheed martin. i almost called him my friend, this show is not about friends, dave cote, my neighbor, did say earlier today, the honeywell ceo would rather see automatic u.s. spending cuts than nothing. that would hurt lockheed martin. i do like the stock. let's go to richard in iowa. richard? >> caller: yeah. >> go ahead, richard. >> caller: how are you doing today? >> couldn't be better. how about you? >> caller: oh, just fine. i'd like to know a little bit more about zoetis. >> animal health, pfizer spinoff. we like pfizer, we like zoetis. by the way, let me throw in i like boise cascade, saw those guys this morning. hard-working people. let's go to gary in new